Zillow Group, Inc. (NASDAQ:Z) Receives $93.83 Consensus Price Target from Analysts

Zillow Group, Inc. (NASDAQ:Z) has been given a consensus recommendation of “Hold” by the thirteen analysts that are covering the stock, Marketbeat reports. One research analyst has rated the stock with a sell recommendation, eight have assigned a hold recommendation, three have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month target price among analysts that have covered the stock in the last year is $90.60.

Several research analysts have recently weighed in on the stock. Mizuho cut shares of Zillow Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 8th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Zillow Group in a report on Wednesday, January 21st. Needham & Company LLC reiterated a “hold” rating on shares of Zillow Group in a research report on Wednesday. Keefe, Bruyette & Woods lowered their target price on shares of Zillow Group from $80.00 to $65.00 and set a “market perform” rating for the company in a report on Monday. Finally, Barclays raised shares of Zillow Group from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 29th.

Insider Activity

In other Zillow Group news, CFO Jeremy Hofmann sold 7,865 shares of the company’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $69.53, for a total transaction of $546,853.45. Following the completion of the sale, the chief financial officer owned 70,811 shares in the company, valued at $4,923,488.83. This represents a 10.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Erik C. Blachford sold 965 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $72.51, for a total value of $69,972.15. Following the sale, the director directly owned 33,543 shares in the company, valued at approximately $2,432,202.93. The trade was a 2.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 28,103 shares of company stock valued at $1,956,109. Company insiders own 25.03% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. Root Financial Partners LLC purchased a new position in Zillow Group in the 3rd quarter worth $27,000. V Square Quantitative Management LLC acquired a new stake in shares of Zillow Group during the 4th quarter valued at about $28,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of Zillow Group in the third quarter valued at approximately $29,000. Cullen Frost Bankers Inc. lifted its holdings in Zillow Group by 58.6% during the third quarter. Cullen Frost Bankers Inc. now owns 441 shares of the financial services provider’s stock valued at $34,000 after purchasing an additional 163 shares in the last quarter. Finally, SBI Securities Co. Ltd. lifted its stake in Zillow Group by 58.2% in the 2nd quarter. SBI Securities Co. Ltd. now owns 503 shares of the financial services provider’s stock valued at $35,000 after buying an additional 185 shares in the last quarter. Institutional investors and hedge funds own 71.01% of the company’s stock.

Zillow Group Stock Performance

Shares of NASDAQ Z opened at $45.66 on Monday. Zillow Group has a fifty-two week low of $44.02 and a fifty-two week high of $93.88. The company has a 50 day simple moving average of $66.86 and a two-hundred day simple moving average of $74.38. The company has a market capitalization of $11.05 billion, a price-to-earnings ratio of 507.39, a P/E/G ratio of 3.17 and a beta of 2.08.

Zillow Group (NASDAQ:Z) last announced its quarterly earnings data on Tuesday, February 10th. The financial services provider reported $0.39 earnings per share for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.03). The firm had revenue of $654.00 million during the quarter, compared to analysts’ expectations of $650.40 million. Zillow Group had a return on equity of 0.56% and a net margin of 0.89%. On average, analysts forecast that Zillow Group will post 0.32 earnings per share for the current fiscal year.

More Zillow Group News

Here are the key news stories impacting Zillow Group this week:

• Positive Sentiment: Revenue and growth: Zillow delivered Q4 revenue of $654M (up ~18% year‑over‑year) and growth in its “for sale” and rentals segments, which supports top‑line momentum. GeekWire: Zillow tops estimates
• Positive Sentiment: Return to GAAP profitability: Zillow reported a small GAAP profit ($3M) in Q4 versus a loss a year earlier, a positive step toward sustainable earnings. WSJ: Zillow Q4 profit
• Positive Sentiment: Upside revenue guide for Q1: Management set Q1 revenue guidance around $700M–$710M, above consensus, signaling continued revenue momentum into 2026. Company press release / guidance
• Neutral Sentiment: Analyst stance mixed: Some research shops are keeping neutral/hold views (Needham reaffirmed a hold), reflecting cautious optimism but not conviction to buy. Benzinga: analyst note
• Neutral Sentiment: Investor call / details: The Q4 earnings call and transcript contain mixed detail on margins, AI investments and segment performance that leaves room for debate on near‑term profitability. Earnings call transcript
• Negative Sentiment: Legal overhang: Zillow faces multiple lawsuits from competitors and consumers targeting different parts of its business — a growing litigation risk that increases uncertainty and potential costs. MSN: litigation story Barron’s: litigation coverage
• Negative Sentiment: EPS miss and profitability concerns: Adjusted EPS missed estimates (reported ~$0.39 vs. ~$0.42 expected), and some commentary and modeling items (soft EBITDA outlook) prompted analysts to trim forecasts and lower price targets. Benzinga: analysts cut forecasts Seeking Alpha: soft EBITDA guidance KBW lowers price target
• Negative Sentiment: Valuation & technical pressure: Z carries a very high trailing P/E and is trading well below its 50‑ and 200‑day moving averages; today’s heavy volume suggests investors are de‑risking into the headlines.

About Zillow Group

Zillow Group, Inc is an online real estate marketplace company that operates a portfolio of consumer-facing websites and mobile apps designed to connect buyers, sellers, renters, homeowners and real estate professionals. The company’s platforms aggregate property listings, rental listings, and related information to help users search for homes, estimate property values and connect with agents and service providers. Zillow generates revenue primarily through advertising and lead-generation services for real estate professionals, property managers and mortgage lenders.

Key products and services include the Zillow and Trulia consumer websites and apps, which provide searchable listings, photos, neighborhood data and the company’s automated home valuation tool known as the “Zestimate.” Zillow also offers a rentals marketplace, a mortgage marketplace and tools for home buying and selling such as Zillow Premier Agent for agent advertising and leads, as well as ancillary services designed to support transactions, including closing and title-related offerings.